Remote Senior Wealth Advisor & Client Strategy Lead

Wealth Enhancement Group, LLC; California (MO); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health and dental insurance

401k retirement plan

Paid time off

Job summary

Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team that serves clients referred through custodial channels. This remote role is based in the Bay Area or Sacramento, with onsite client meetings and a flexible schedule.

The position offers a total compensation target of $200k–$250k annually, including base salary and variable pay, plus a full benefits package. Primary responsibilities include managing client relationships, facilitating the planning

Qualifications

• Must have experience managing complex client relationships and high-level planning.
• Proven ability to convert prospects to clients and grow a book of business.
• Strong analytical and communication skills, with organized multi-project management.

Responsibilities

• Manage client relationships and complex accounts to the WEG planning standard.
• Facilitate the financial planning process for clients.
• Understand client goals and deliver high-touch financial guidance.
• Conduct annual reviews combining planning and investment topics.
• Assist the RVP to close prospective clients and leads from multiple channels.
• Enter meeting notes and data into the CRM.

Skills

Client relationship mgmt

Financial planning

Prospecting/Sales

CRM (Salesforce)

Communication

Education

Bachelor's degree (business/finance)

Series 65 or 7/66

Tools

Salesforce

Microsoft Office

Job description

Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team that serves clients referred through custodial channels. This remote role is based in the Bay Area or Sacramento, with onsite client meetings and a flexible schedule.

The position offers a total compensation target of $200k–$250k annually, including base salary and variable pay, plus a full benefits package. Primary responsibilities include managing client relationships, facilitating the planning